Where is the best place to record notes on donors?

Erin,

You can use the Research tab / Notes.  You can create a number of different types (Board, General, and such) in the table TR_CUST_NOTES_TYPE.

Hope this helps.

Thanks,

Bobby Moseley

Computer Services Manager

601 Preston

Houston, TX 77002

(713) 535-3253

Hello!

We just launched Tessitura and we want to know: where is the best place to enter notes on donors? Does anyone have a recommendation? I know we can use Solicitations under the Contacts tab, but I wanted to know what everyone else was using and what works most effectively. Examples will range from: "Mr. Smith phoned in and talked about how much he loved the concert featuring _____, make sure we let him know next time _____ is in town." OR " Ms Doe phoned in because her credit card had not been charged for her April donation, this has been fixed." OR "Mr. Joe was phoned and thanked for his donation."

Can you please help me out?

Thank you,
Erin

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Erin,

You can use the Research tab / Notes.  You can create a number of different types (Board, General, and such) in the table TR_CUST_NOTES_TYPE.

Hope this helps.

Thanks,

Bobby Moseley

Computer Services Manager

601 Preston

Houston, TX 77002

(713) 535-3253

Hello!

We just launched Tessitura and we want to know: where is the best place to enter notes on donors? Does anyone have a recommendation? I know we can use Solicitations under the Contacts tab, but I wanted to know what everyone else was using and what works most effectively. Examples will range from: "Mr. Smith phoned in and talked about how much he loved the concert featuring _____, make sure we let him know next time _____ is in town." OR " Ms Doe phoned in because her credit card had not been charged for her April donation, this has been fixed." OR "Mr. Joe was phoned and thanked for his donation."

Can you please help me out?

Thank you,
Erin

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!